Pioneer Oak Ridge Large Cap Growth A
60 State St., 13th Floor Boston MA 02109
Map
Phone: 800-225-6292
| Category: | Large Growth | | Fund Family: | Pioneer Investments | | Net Assets: | 87.15M | | Year-to-Date Return: | 24.47% | | Yield: | 0.31% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-99 |
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David M. Klaskin
Lead Manager since
01-Mar-99 | | | Klaskin has been president and chief investment officer of Oak Ridge Investments since December 1989. Previously, he spent seven years as a financial consultant with Shearson Lehman Brothers. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities of domestic, large-capitalization companies ($3 billion or more). The equity securities in which the fund primarily invests are common stock, preferred stock, depositary receipts and convertible debt. The fund may also invest up to 20% in equity and debt securities of non-U.S. corporate issuers and debt securities of non-U.S. government issuers.The fund may invest in fewer than 40 securities. |
| Last Dividend
(23-Dec-08):
| 0.03 | | Last Cap Gain
(26-Nov-08):
| 0.04 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 101.52% |
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| Expense | ORILX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 968 | $658 | | 5 Yr Expense Projection*: |
$ 1,267 | $1,028 | | 10 Yr Expense Projection*: |
$ 2,113 | $2,035 |
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1.95% Nasdaq 
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